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you take a look, dynavac technologies. we like the hepatitis vaccine. the government didn't like that. i think this is a curious overreaction. but it's a spec. you have to be careful. >>> let's go to dan in texas. >> caller: pch energy. >> down 16. mostly natural gas in ohio. if you watched the show, we told you it's mostly natural gas in ohio. i have been buying southwest, swn. why have i been buying southwestern energy? it's the pure nat gas play i want. i think it's going higher in 2013. >>> bill in south dakota. bill. >> caller: jim, my stock is american capital agency corp, agnc. there one is going to go down. why? maybe companies real estate investment trusts are worried about the taxation considerations, and we also have to worry about what the yield curve looks like and what they will do with fannie and freddie, so many -- so so many cost runs here, i think you should stay the course, but understand it's just another stock right now and it could lower. no longer charmed like it's wen. >>> john in new jersey. john. >> caller: professor cramer. >>
you take a look, dynavac technologies. we like the hepatitis vaccine. the government didn't like that. i think this is a curious overreaction. but it's a spec. you have to be careful. >>> let's go to dan in texas. >> caller: pch energy. >> down 16. mostly natural gas in ohio. if you watched the show, we told you it's mostly natural gas in ohio. i have been buying southwest, swn. why have i been buying southwestern energy? it's the pure nat gas play i want. i think it's...
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Nov 19, 2012
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technology is down double digits. energy fell off as oil prices fell down to the mid-80s, somewhat toward an uptick. >> gentlemen, thank you all. arthur, good to see you on set with us. >> thank you very much. >> thank you for joining us today. we call this fiscal cliff investing. bertha coombs joins us with the potential winners and losers in how investors can play all this with a fiscal cliff portfolio. >> and they've been doing it already. if the president and congress fail to reach a deal on the fiscal cliff the expectation is that stocks will be the big loser. defense stocks in particular with a prospect of massive budget cuts starting january 1st. now, they've been hard hit since the election, turning around a bit today. cnbc looked at a portfolio of etfs that correlate with the moves in the market on the fear of hitting fiscal cliffs in particular sectors, including etfs that short stocks, negative bets on the market, like the ultrashort s&p eft. down all year, its been a gainer since the election. consumer sho
technology is down double digits. energy fell off as oil prices fell down to the mid-80s, somewhat toward an uptick. >> gentlemen, thank you all. arthur, good to see you on set with us. >> thank you very much. >> thank you for joining us today. we call this fiscal cliff investing. bertha coombs joins us with the potential winners and losers in how investors can play all this with a fiscal cliff portfolio. >> and they've been doing it already. if the president and...
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Nov 20, 2012
11/12
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that bringing you better technology helps make you a better investor. with our revolutionary e-trade 360 dashboard you see exactly where your money is and what it's doing live. our e-trade pro platform offers powerful functionality that's still so usable you'll actually use it. and our mobile apps are the ultimate in wherever whenever investing. no matter what kind of investor you are, you'll find the technology to help you become a better one at e-trade. you'll find the technology to help you become a better one is bigger than we think ... sometimelike the flu.fer from with aches, fever and chills- the flu's a really big deal. so why treat it like it's a little cold? there's something that works differently than over-the-counter remedies. prescription tamiflu attacks the flu virus at its source. so don't wait. call your doctor right away. tamiflu is prescription medicine for treating the flu in adults and children one year and older whose flu symptoms started within the last two days. before taking tamiflu tell your doctor if you're pregnant, nursing.
that bringing you better technology helps make you a better investor. with our revolutionary e-trade 360 dashboard you see exactly where your money is and what it's doing live. our e-trade pro platform offers powerful functionality that's still so usable you'll actually use it. and our mobile apps are the ultimate in wherever whenever investing. no matter what kind of investor you are, you'll find the technology to help you become a better one at e-trade. you'll find the technology to help you...
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Nov 13, 2012
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the bottom line here, microsoft has missed so many important things in technology. blew it on the tablet. blew it on the mobile device. >> they play catchup all the time. >> now they're even losing market share when it comes to their main business. android also taking some market share there. a lot of people wonder if the death of the pc is going to mean even worse things from microsoft. i mean, sometimes great companies are not great stocks. >> well, they're a mature company. we all know that. they're a very big company. they're a very rich company, but they're not the fastest, most entrepreneurial company. >> does microsoft, the name, resonate with your kids? >> not anymore. >> the way google, the way apple does? >> used to. xbox was big in our house. not anymore. halo 4 selling well, but it's not as big as -- we mentioned that "black ops 2" game. it's supposed to be the biggest in the world right now. it's outselling "halo 4." >> that's their key to the consumer, the video game part of the business. >> well, we'll see what's up their sleeve next. we'll take a bre
the bottom line here, microsoft has missed so many important things in technology. blew it on the tablet. blew it on the mobile device. >> they play catchup all the time. >> now they're even losing market share when it comes to their main business. android also taking some market share there. a lot of people wonder if the death of the pc is going to mean even worse things from microsoft. i mean, sometimes great companies are not great stocks. >> well, they're a mature company....
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Nov 12, 2012
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since you brought along the technology your bullish technology that is a sector to lead us higher? we are having the long discussion about apple. is technology strong enough to go ahead without apple or is this making apple to rise? >> that is the biggest stock in the s&p 500 technology index. you have other big cap names that look well. the bottom line is we have a propritear model. deeply oversold. just got upgraded last week. if you take a look at the big picture chart on tech that is a 12-year base that broke out. we are pulling right back where technology broke out. so you have a big long trend line. was resistance should act as support. uptrend line from early 2009 we are right there. this could be an area where you could be looking. puts it on notice where if you have fundamental view on tech take a look at some of the companies. may be a good level to buy. >> great to see you. thanks for coming by. >>> coming up next on fast, is america on the verge of doing something once considered impossible, becoming energy independent. our traders separate fact from fiction. what is sm
since you brought along the technology your bullish technology that is a sector to lead us higher? we are having the long discussion about apple. is technology strong enough to go ahead without apple or is this making apple to rise? >> that is the biggest stock in the s&p 500 technology index. you have other big cap names that look well. the bottom line is we have a propritear model. deeply oversold. just got upgraded last week. if you take a look at the big picture chart on tech that...
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Nov 13, 2012
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the technology changes but the love letters stays the same. >> what do you say? >> look, i think they actually to their credit, right, used e-mail in a smart way, used the technology, a shared g mail account, using it in draft form. there was no digital trail no matter how smart we are technology-wise, they forgot the human factor, we like to talk and don't ever understatement the power of a woman scorned. >> yes, indeed. forget "sky fall's" 88 million in ticket, wasn't 88 billion, made 88 million in ticket sales, the highest grossing entertainment launches this year, however are "halo 4" and "call of duty, black ops." is hollywood taking a back seat to the gamer? cindy, why don't you go first? >> absolutely. i mean, i love going to a good movie and i think everyone does, but the fact is if i can be in my favorite movie, come on, that's the difference between spending $10 on a movie ticket and $60 on, like, "halo 4." have you seen some of those characters? i could be hotter and know how to totally rock a firearm in that virtual world. i would pay $60 for that i t
the technology changes but the love letters stays the same. >> what do you say? >> look, i think they actually to their credit, right, used e-mail in a smart way, used the technology, a shared g mail account, using it in draft form. there was no digital trail no matter how smart we are technology-wise, they forgot the human factor, we like to talk and don't ever understatement the power of a woman scorned. >> yes, indeed. forget "sky fall's" 88 million in ticket,...
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Nov 13, 2012
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i mean, it's just a better, for me, you're still buying unknown technology. it still has a -- i'll give them this. they look like a survivor, but i'd rather be buying ford in hopes that they can come out with another solution to this issue versus tesla. >> i'd buy the band tesla and buy toyota the prius. >> only you, tim, could do that. >> jane? >> story number two. lumbering up. lumber futures way up their loans in june, though down today. due to better housing outlooks and rebuilding after superstorm sandy. lumber liquidators got a downgrade to sell from stifel nicolaus. >> well done, jane, well done. >> melissa, what "wood" you all do about lumber? >> oh, wood. b. b. b.k., what do you say? >> i tell you, i'm going to go against the grain on this one. >> overload. >> you know, lumber liquidators is not the way to play this. i think wire houser works here. lumber is up 26% off the lows. with wire housing you get the lumber play, plus natural resources play, plus get a dividend as well. 2630 where it closed today seems to have decent support around 26. just b
i mean, it's just a better, for me, you're still buying unknown technology. it still has a -- i'll give them this. they look like a survivor, but i'd rather be buying ford in hopes that they can come out with another solution to this issue versus tesla. >> i'd buy the band tesla and buy toyota the prius. >> only you, tim, could do that. >> jane? >> story number two. lumbering up. lumber futures way up their loans in june, though down today. due to better housing outlooks...
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Nov 15, 2012
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i think it's about markets and the pace of technology and the pace of technology to some degree is governed by -- the lighter side of the venture business grows out of the investments we have made in biomedical search. obviously i benefitted personally enormously from the investments we made in the country in what became the internet sand business in general is supported by the investments we make in infrastructure and bridges, and so on, roads. so the question is are we investing enough in society in order to grow a high-tech nothing economy. and i believe the answer to that is no. >> the trouble is, herb, finally before we let you go, this 1% that we're discussing is a very wide banged. you all work $300 million $350 million that tax rate at that point may be very punitive for someone $250,000 as an annual income for a family. >> at $250,000 there would be no increase at all. this is a marginal tax rate, so we're only talking about four cents out of every dollar above $250,000 and that's a aren't level for society to decide that those who are more fortunate can help society its needs. >>
i think it's about markets and the pace of technology and the pace of technology to some degree is governed by -- the lighter side of the venture business grows out of the investments we have made in biomedical search. obviously i benefitted personally enormously from the investments we made in the country in what became the internet sand business in general is supported by the investments we make in infrastructure and bridges, and so on, roads. so the question is are we investing enough in...
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Nov 15, 2012
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let's get to a big mover in technology today. apple continues to fall further into bear territory. america's favorite stock, in fact, down 25% from its entry day high set back on september 21st. karen puts in a buy of apple 500. >> which means it will close at 501 or something just to maximize the pain. but, i mean, you know, as portfolio management issue, it's just a question of how much are you willing to lose. doesn't matter what your original cost is, even if you still made money. the question is from tonight, from now. >> right. the question here is do we have to rewrite how we think about apple in terms of its valuation right now, or have we factored in too much. all the negative currents that have gone on lately, whether it be supply constraint issues, and the concern about moving into china, which morgan stanley says is probably going to happen next year anyway. >> we've danced around this. i understand people's affinity towards this. but i also understand that they make products, they're cool, and everybody wants them. some of those products are actually better than apple.
let's get to a big mover in technology today. apple continues to fall further into bear territory. america's favorite stock, in fact, down 25% from its entry day high set back on september 21st. karen puts in a buy of apple 500. >> which means it will close at 501 or something just to maximize the pain. but, i mean, you know, as portfolio management issue, it's just a question of how much are you willing to lose. doesn't matter what your original cost is, even if you still made money. the...
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Nov 19, 2012
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. >>> and then the man who many in the technology world call the next steve jobs. you're probably already using something this quiet genius already invented. "the wall street journal report" begins right now. >> this is america's number-one financial news program. "the wall street journal report." now, maria bartiromo. >> here's a look what's making news as we head into a new week on wall street. corporate america had a strong message for president obama this week. ceos from more than a dozen of america's largest companies met with the president and warned that washington must reach a deal to avoid the fiscal cliff. the president also sat down with congressional leaders and officially began negotiations. if congress doesn't act, taxes on income, capital gains, dividends and estates will all go up. and automatic spending cuts will kick in, beginning on january 1st. this week, i spoke with alan simpson and erskine bowles, authors of a deficit reduction plan about what needs to be done. >> you can't tax your way out of this. you can't cut spending your way out of this
. >>> and then the man who many in the technology world call the next steve jobs. you're probably already using something this quiet genius already invented. "the wall street journal report" begins right now. >> this is america's number-one financial news program. "the wall street journal report." now, maria bartiromo. >> here's a look what's making news as we head into a new week on wall street. corporate america had a strong message for president obama...
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Nov 13, 2012
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joining us, roger kay you president and founder of inpoint technologies and todd hazelton here with us on set, senior editor at technobuffalo. before we get into the mini, which you have in said hand, let's talk about this chrome book. you know jobs would have kill it had because he didn't like these things that sort of did things. sort of. >> kind of did something but nothing well. what is your take on the chrome book? >> this it is a window to the internet, google service. my biggest issue, 199 dollars, only 3.5 hours of battery live. you were going to d.c., i wouldn't take it with me. 375 hours. >> wifi. that is the thing. it is basically a window to their service, not a full pc, not running windows 8 or mack osx. basic. >> inex-peeps sive. >> 200 bucks. google drive, google docks, right, ronner? >> still wouldn't do t. >> that is your new operating system, is it not? >> right. so brian, the web does become your os. actually this particular chrome book has kind of a hybrid aspect to it in that it has a hard drive, so the user can do some taxes locally, battery life is an issue and i
joining us, roger kay you president and founder of inpoint technologies and todd hazelton here with us on set, senior editor at technobuffalo. before we get into the mini, which you have in said hand, let's talk about this chrome book. you know jobs would have kill it had because he didn't like these things that sort of did things. sort of. >> kind of did something but nothing well. what is your take on the chrome book? >> this it is a window to the internet, google service. my...
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Nov 19, 2012
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>> in the technology sector, there's a lot of interesting opportunities. mainly those that export. china's growth is beginning to improve. they buy a lot of capital equipment from us. so it's the big names in technology that provide a lot of that export capital equipment that we think will buns back the strongest in the first. >> bob, another thing we've been talking about is the people have been selling dividend sftocks because of higher taxes kicking in and they figure this is the last chance to get something at 15%. is that part reason you think we've seen a selloff? >> i do. i think people have a lot of gains in some of those stocks and they're taking money off the table worried about what their dividend tax rate will be. dividend tax rates are going up particularly for higher income investors. we know that. and so that's the place people are taking profits. look, you still want to own companies with positive free cash flow so they can raise their dividends over time those stocks will do well. >> in terms of raising dividends, we've also talked to people about the idea how comp
>> in the technology sector, there's a lot of interesting opportunities. mainly those that export. china's growth is beginning to improve. they buy a lot of capital equipment from us. so it's the big names in technology that provide a lot of that export capital equipment that we think will buns back the strongest in the first. >> bob, another thing we've been talking about is the people have been selling dividend sftocks because of higher taxes kicking in and they figure this is the...
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technology is being passed by. it is a very poorly run company. maybe the 3% yield helps it. i don't want anything to do with that stock. i would like to go to cody in michigan. cody? >> caller: boo-yah. >> wow. nice. >> i want to know what you think of ttc? >> yeah, it's a great housing play. it's a winner. i feel like it's going to continue to win. and let's go to carol in big missouri. carol? >> caller: boo-yah, jim! >> nice overtime win there, carol. what's up? >> caller: yeah, i'm wondering if you think alcoa aluminum is poised for a rebound in 2013. >> in 2013, yes. it does have tremendous tax law selling between now and year end. that is one horrible commodity that he has to deal with. it was like, you know, the copper corporation would be doing good. let's go to daniel in virginia. daniel? >> caller: yes? >> go ahead, daniel. you're up. >> caller: yep. >> you're up. >> caller: yeah, i'm wondering about ssys. >> stratus. yeah, that thing up is too much. that is a register ringer if i ever saw one. i don't wa
technology is being passed by. it is a very poorly run company. maybe the 3% yield helps it. i don't want anything to do with that stock. i would like to go to cody in michigan. cody? >> caller: boo-yah. >> wow. nice. >> i want to know what you think of ttc? >> yeah, it's a great housing play. it's a winner. i feel like it's going to continue to win. and let's go to carol in big missouri. carol? >> caller: boo-yah, jim! >> nice overtime win there, carol....
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in china, impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. and you pick the price that works for you. great. whoa, whoa, jamie. watch where you point that thing. [ mocking ] "watch where you point that thing." you point yours, i point mine. okay, l-let's stay calm. [ all shouting ] put it down! be cool! everybody, just be cool! does it price better on the side? no, it just looks cooler. the name your price tool, only from progressive. call or click today. i got you covered. thank you. oh, you're so welcome. >>> new york stock exchange suffered a trading glitch. an outage shortly after they opened monday on its matching engine. trading halted for more than 200 stocks. once they determined
in china, impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. and you pick the price that...
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Nov 20, 2012
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that bringing you better technology helps make you a better investor. with our revolutionary e-trade 360 dashboard you see exactly where your money is and what it's doing live. our e-trade pro platform offers powerful functionality that's still so usable you'll actually use it. and our mobile apps are the ultimate in wherever whenever investing. no matter what kind of investor you are, you'll find the technology to help you become a better one at e-trade. >> welcome back. in this half hour, a 1950s style 91% tax rate? 91% tax rate? that's what ultra left economist wants but he forgot that in the 50s, we had three recessions and i think he forgot about the depression, also. meanwhile federal workers underpaid by a third? think again. a new study shows that hefty fringe benefits and job security leaves the private sector in the dust. okay. existing home sales up, prices up, home builder confidence on the rise. see those good looking pictures. all good stuff. on the other hand, business investment plunging everywhere and that can't be good. the threat of a
that bringing you better technology helps make you a better investor. with our revolutionary e-trade 360 dashboard you see exactly where your money is and what it's doing live. our e-trade pro platform offers powerful functionality that's still so usable you'll actually use it. and our mobile apps are the ultimate in wherever whenever investing. no matter what kind of investor you are, you'll find the technology to help you become a better one at e-trade. >> welcome back. in this half...
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Nov 12, 2012
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they make the technology that allows engines to run on natural gas. they have the best tech in the business. the world's number top engine maker and another with caterpillar. westport stock has been savaged over the last couple months. the company preannounced disappointing results at the end of october. last wednesday it got hit by a sell initiation from goldman sachs, brutal. the very next day reported a larger than expected loss. after getting pounded down to the low 20s, they rebounded on friday. rallied more than 9%. the company announce the they would start producing the first long haul truck engine next year. that can be a sign that maybe things bottomed. long term the stock has given us a double since i first got behind it in january 2010. but now it's down 28% since the last time we spoke with the ceo in august. has westport been punished enough? they initiated coverage with a sell rating. had the expectations come down enough that the risk/reward is in your favor? let's check in with david demers, the founter and ceo of westport innovations.
they make the technology that allows engines to run on natural gas. they have the best tech in the business. the world's number top engine maker and another with caterpillar. westport stock has been savaged over the last couple months. the company preannounced disappointing results at the end of october. last wednesday it got hit by a sell initiation from goldman sachs, brutal. the very next day reported a larger than expected loss. after getting pounded down to the low 20s, they rebounded on...
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Nov 14, 2012
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go ahead. >> i just say cyber security -- i mean, this is a big area in technology. the threats are not going to be -- as you've seen on the bank front, despite a tough ip spending environment, security continues to be a high priority, and i think there's a number of stocks that really benefit from the trend. >> such as? >> i think check point is one of the main beneficiaries, and i think two other ones will be ford and palo alto. these are three of the core vendors that will benefit over the next year to help enterprises block out cyber threats across the world. >> so why aren't we seeing better share performance? over the last couple months, they've struggled. so why don't investors see opportunities here? >> i think part of is the choppy ip spending environment. these companies are not immune. i think there's some fears that security could also come under pressure. but again, i think that's where i think investors are being shortsighted. all of our survey work is showing that security is a high priority. there's only a small subset of companies that are going to b
go ahead. >> i just say cyber security -- i mean, this is a big area in technology. the threats are not going to be -- as you've seen on the bank front, despite a tough ip spending environment, security continues to be a high priority, and i think there's a number of stocks that really benefit from the trend. >> such as? >> i think check point is one of the main beneficiaries, and i think two other ones will be ford and palo alto. these are three of the core vendors that will...
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we like the technology. we think it's going to be an important part of hp software's growth strategy but not as valuable as we had believed it to be because revenues are lower, growth rate we believe will be slower and the margin is not what was reported which was in a 40% to 45% range. we think more 28% to 30% range. as you know when you do a ten-year discounted cash flow you come up with a different valuation and the price of the write-down that was in excess of $5 billion based on misstated financials when autonomy was a public company. >> you were of course on the board of hewlett packard at the time and agreed that the deal was one that should be undertaken. do you regret that decision on your part and on the part of the board at that time? >> obviously with 20-20 hi hindsight we're disappointed by the news. we relied on audited financials. not brand x accounting firm. and that's what you do when you are on a board. you rely on the recommendations of management and the financials audited by a legitimate
we like the technology. we think it's going to be an important part of hp software's growth strategy but not as valuable as we had believed it to be because revenues are lower, growth rate we believe will be slower and the margin is not what was reported which was in a 40% to 45% range. we think more 28% to 30% range. as you know when you do a ten-year discounted cash flow you come up with a different valuation and the price of the write-down that was in excess of $5 billion based on misstated...
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Nov 17, 2012
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that bringing you better technology helps make you a better investor. with our revolutionary e-trade 360 dashboard you see exactly where your money is and what it's doing live. our e-trade pro platform offers powerful functionality that's still so usable you'll actually use it. and our mobile apps are the ultimate in wherever whenever investing. no matter what kind of investor you are, you'll find the technology to help you become a better one at e-trade. bp has paid over twenty-threebp billion dollarsnt to the gulf. to help those affected and to cover cleanup costs. today, the beaches and gulf are open, and many areas are reporting their best tourism seasons in years. and bp's also committed to america. we support nearly 250,000 jobs and invest more here than anywhere else. we're working to fuel america for generations to come. our commitment has never been stronger. >>> in moments like this one where everybody is panicked about something horrific like the fiscal cliff. it's more important than ever you have something to keep you interested in investin
that bringing you better technology helps make you a better investor. with our revolutionary e-trade 360 dashboard you see exactly where your money is and what it's doing live. our e-trade pro platform offers powerful functionality that's still so usable you'll actually use it. and our mobile apps are the ultimate in wherever whenever investing. no matter what kind of investor you are, you'll find the technology to help you become a better one at e-trade. bp has paid over twenty-threebp billion...
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we operated under the old technology again today. we promised everyone if they had an issue yesterday we'll make them whole for that. we took care of that right away. i don't think it speaks to electronic trading. we hit a bump in the road on a migration to a new technology platfo platform. we're not going to burn it back until until we're confident. >> understood. great to have you on the program, always. thank you so much. happy you got power back. >> yeah. thank you. i wish everyone else who doesn't have it would get it. we're doing everything we can in the community to be helpful. let's keep those people in our thoughts and prayers too. there's a lot of people that suffered a lot of devastation, including some of our employees. >> extraordinary. duncan, thank you. duncan kneniederauer joining us here. >>> will the selloff continue tomorrow? we'll handicap the day for you. >>> then ford getting back in the minivan market. can they compete with market leaders chrysler, toyota, and honda? stay with us on the "closing bell." uh, i'm
we operated under the old technology again today. we promised everyone if they had an issue yesterday we'll make them whole for that. we took care of that right away. i don't think it speaks to electronic trading. we hit a bump in the road on a migration to a new technology platfo platform. we're not going to burn it back until until we're confident. >> understood. great to have you on the program, always. thank you so much. happy you got power back. >> yeah. thank you. i wish...
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Nov 16, 2012
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from technology is on your list? >> i think some of the internet providers, some of the hardware providers have been hit particularly hard. we think that those areas provide not only very good balance sheets, but we think that as the market recovers next year, as the global economy eventually begins to turn around, we see better demand. ultimately, that's going to endure those kind of companies. >> apple has become a proxy for the market. market down 10%. apple down 10% or more at this point. would you buy apple here? >> i would. this is coming from a guy who hasn't owned much apple at all. right around here, again, sounds like a theme here. we have a tech stock selling at about a nine times earnings. believe it or not, it has a 2% yield. >> you're not concerned about some of the reasons why it dropped, mark? >> no, there's a whole list of reasons. i think the first one with the most weight in my mind is it's a proxy for the market. it's the biggest stock. if you don't like stocks, you can't possibly like apple in my
from technology is on your list? >> i think some of the internet providers, some of the hardware providers have been hit particularly hard. we think that those areas provide not only very good balance sheets, but we think that as the market recovers next year, as the global economy eventually begins to turn around, we see better demand. ultimately, that's going to endure those kind of companies. >> apple has become a proxy for the market. market down 10%. apple down 10% or more at...
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Nov 16, 2012
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discretionary and financials and technology and most of it predicated on something positive out of d.c. >> yeah. i like the financials and energy and housing. not so much the condition summer names over there. it's pretty big target, 1585 next year so it'd stick with the technology and financials. >> why not discretionary? getting a deal in washington, wouldn't those stocks shoot higher? >> well, okay. if you get a deal in washington, yes. but that's predicated on getting a deal. either way taxes will be higher and middle class suffer and the stocks will not really ben fate right now. >> energy and financials, are they on your radar? >> if i'm going energy, i'm going emps but as simon said, taxes have to go up on everybody and not enough money so i think the market is either going to move sideways or lower but you have to buck the trend. yahoo! in a down market nothing but move up and stay with the name like this. >> up like 12% i think. >> exactly. it's a turnaround story so people aren't connecting that with fiscal cliff. they're not connecting that with global growth just now. she's
discretionary and financials and technology and most of it predicated on something positive out of d.c. >> yeah. i like the financials and energy and housing. not so much the condition summer names over there. it's pretty big target, 1585 next year so it'd stick with the technology and financials. >> why not discretionary? getting a deal in washington, wouldn't those stocks shoot higher? >> well, okay. if you get a deal in washington, yes. but that's predicated on getting a...
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Nov 12, 2012
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the technology, low-hanging fruit? >> it could be some. big winners, technology, pharmaceutica pharmaceuticals, some industrials that have done well. it's going to be more large cap base. as i said earlier, that selling is an opportunity for an investor with three to five-year horizon. >> because the corporate sector is quite strong. >> energy is -- we're going to be an energy power house, a manufacturing power house, export power house. china's turning. it's going to be a decent global economy next year for these large cap companies. >> leave it there. thank you. >>> about ten minutes to before the closing bell sounds for the day. a market that is higher, up about 20 points on dow industrials. >> veterans have a higher unemployment than the general population. when we come back, the story about the enpractice neural veterans trying to right that wrong. >> target under fire for opening doors on thanksgiving. we'll hear from a current worker daring to speak out. so anyway, i've been to a lot of places. you know, i've helped alot of people s
the technology, low-hanging fruit? >> it could be some. big winners, technology, pharmaceutica pharmaceuticals, some industrials that have done well. it's going to be more large cap base. as i said earlier, that selling is an opportunity for an investor with three to five-year horizon. >> because the corporate sector is quite strong. >> energy is -- we're going to be an energy power house, a manufacturing power house, export power house. china's turning. it's going to be a...
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Nov 14, 2012
11/12
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does this change at all the game in technology? yesterday we were all over the fact that technology has been getting wrecked. on pace for sixth straight weekly decline. >> interesting to hear from the ceo and he didn't sound nearly as negative as you would expect, especially given what we heard from intel, ibm and the bearish reports. this signals something about the spend factor. if you look at the cash position versus market cap, this is an incredible company. i believe it's over 30% market cap. they are well capitalized to do well. >> let's talk about another stock doing pretty well, staples. on the wall here, up 2%. it is the largest office supply chain. also moving higher despite swinging to third quarter loss, weighed down by weak sales in europe and australia. why the stock up, then? >> well, it came in better than expected. here's a story in this. they talked about increasing their share buy-backs, going to be about another 5% of the outstanding. they generate lots of free cash flow, so at about ten times earnings, people a
does this change at all the game in technology? yesterday we were all over the fact that technology has been getting wrecked. on pace for sixth straight weekly decline. >> interesting to hear from the ceo and he didn't sound nearly as negative as you would expect, especially given what we heard from intel, ibm and the bearish reports. this signals something about the spend factor. if you look at the cash position versus market cap, this is an incredible company. i believe it's over 30%...
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Nov 15, 2012
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that bringing you better technology helps make you a better investor. with our revolutionary e-trade 360 dashboard you see exactly where your money is and what it's doing live. our e-trade pro platform offers powerful functionality that's still so usable you'll actually use it. and our mobile apps are the ultimate in wherever whenever investing. no matter what kind of investor you are, you'll find the technology to help you become a better one at e-trade. heartburn symptoms causedelieve by acid reflux disease.etter one osteoporosis-related bone fractures and low magnesium levels have been seen with nexium. possible side effects include headache, diarrhea, and abdominal pain. other serious stomach conditions may still exist. talk to your doctor about nexium. >>> i'm not going to ask students and seniors and middle class families to pay down the entire deficit while people like me making over $250,000 aren't asked to pay a dime more in taxes. >> raising tax rates will slow down our ability to create the jobs that everyone says they want. >> we should not
that bringing you better technology helps make you a better investor. with our revolutionary e-trade 360 dashboard you see exactly where your money is and what it's doing live. our e-trade pro platform offers powerful functionality that's still so usable you'll actually use it. and our mobile apps are the ultimate in wherever whenever investing. no matter what kind of investor you are, you'll find the technology to help you become a better one at e-trade. heartburn symptoms causedelieve by acid...
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Nov 15, 2012
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most recently this week we've downgraded technology to underweight. we've downgraded the media segment to discretion marry. media looked a bit rich and technology was just awful in the third quarter. in combination with the economic trends we're getting more defensive. i think you can hide out in some of the more earning stable names. you have pretty decent names in staples and discretionary. >> your expectations for technology, you don't think that's come down enough and if we get a fiscal cliff resolution, you'll get these companies spending again. what is your thought there? >> i think in terms of the absolute earnings reduction, i think we're quite frankly only halfway there. the consensus is expektding 12% growth in 2013. we have something closer to 4. while we've seen some revision moments, certainly tech is one of those segments, i think we're only halfway there. the longer the fiscal cliff issue remains outstanding, the longer the business investment slump becomes. the more widespread it becomes. this is certainly a concern going into december
most recently this week we've downgraded technology to underweight. we've downgraded the media segment to discretion marry. media looked a bit rich and technology was just awful in the third quarter. in combination with the economic trends we're getting more defensive. i think you can hide out in some of the more earning stable names. you have pretty decent names in staples and discretionary. >> your expectations for technology, you don't think that's come down enough and if we get a...
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Nov 20, 2012
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we like the technology. we think it's going to be an important part of hp's -- hp software's growth strategy, but it is not as valuable as we had believed it to be because revenues are lower, growth rate, we believe, will be slower and the margin is not what was reported, which was in a 40 to 45% range. we now think more of a 28 to 30% range. >> which means they would have paid an awful lot less for it if they had over done the deal. many hp investors which they never heard the name autonomy you let alone hewlett-packard, having issues of its own. >> you asked meg whitman whether she regrets having voted for the deal? i regret i voted for the deal. very candid about it. >> very straightforward, as she has been, about that, you are right. i thought that was an interesting explanation, wasn't as though they were out there. they tried to do their due diligence, clearly they failed. not up to the board to do forensic accounting, tyler, but you would hope that somebody would asked the proper questions and perhaps
we like the technology. we think it's going to be an important part of hp's -- hp software's growth strategy, but it is not as valuable as we had believed it to be because revenues are lower, growth rate, we believe, will be slower and the margin is not what was reported, which was in a 40 to 45% range. we now think more of a 28 to 30% range. >> which means they would have paid an awful lot less for it if they had over done the deal. many hp investors which they never heard the name...
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Nov 20, 2012
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a rally in technology shares, but losses in auto majors capped the up side on the kospi. sensex closed about flat. olam shares, they mansioned to recoup some of its losses after the stock was halted this morning questioning their accounting practices. ross, back to you. >> thanks for that. that's where we stand on financial markets ahead of the u.s. trading day. meanwhile white house aides and staffers have held their first meet to go discuss proposals for a budget deal to try to avoid a fiscal cliff. they'll present ideas to the president and top lawmakers next week. republicans acknowledge the need to raise some tax revenue, but complain democrats aren't giving any ground when it comes to making cuts to entitlement programs. joining us on the phone is head of rate strategy. george, with p ares saying we now admit we have to have some taxes raised and revenue from that, where do they get their bit of cake from? >> i think we have to realize we're still early on in the process and the fact that this is still with the staffers ahead of the thanksgiving holiday here in the
a rally in technology shares, but losses in auto majors capped the up side on the kospi. sensex closed about flat. olam shares, they mansioned to recoup some of its losses after the stock was halted this morning questioning their accounting practices. ross, back to you. >> thanks for that. that's where we stand on financial markets ahead of the u.s. trading day. meanwhile white house aides and staffers have held their first meet to go discuss proposals for a budget deal to try to avoid a...
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Nov 13, 2012
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he also was -- of a technology boom. but i -- >> none of that happened until the republicans took control of congress. >> that's true. i want to say, steve, though, in all honesty, i haven't said a bad word about the president since his re-election. i want to see when he comes up with and i admire speaker boehner for trying to come up with a compromise and making a concession. gentlemen, thank you. the ceo of papa john's to the growing list of executive concerned about the cost of obama care. he says obama care will cost the company $5 million to $8 million a year and that the franchise owners might have to cut workers' hours because they can't apoured the insurance plans. sex, spies and scandal. wave of speculation in washington over the timing and the nature of cia chief david petraeus' sudden resignation. chairman of the house homeland security committee, pete king, has answers for us up next. americans are always ready to work hard for a better future. since ameriprise financial was founded back in 1894, they've been
he also was -- of a technology boom. but i -- >> none of that happened until the republicans took control of congress. >> that's true. i want to say, steve, though, in all honesty, i haven't said a bad word about the president since his re-election. i want to see when he comes up with and i admire speaker boehner for trying to come up with a compromise and making a concession. gentlemen, thank you. the ceo of papa john's to the growing list of executive concerned about the cost of...
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Nov 15, 2012
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national oil well varco, the premium technology in the oil patch. and apple, technology. so we've got two technologies right here. you're going to get rid of teradata. i've got to give you some yield. i've got to put you in -- let's go with a merck or a pfizer. let's give you some yield. or a verizon. do that now. because you're going to need it. you've got to make that change now. let's go to mike in my home state of pennsylvania. mike. >> caller: how are you, jim? >> mike, it's tough to do this show in this environment. how have you been? >> caller: great. a big boo-yah from shippensburg university. >> a great school. many of my teachers from springfield high, montgomery county went there. what's up? >> caller: i have some stocks for you. apple, aapl. express scripts, esrx. humana, hum. verizon, vz. and exelon, exe. am i diversified? [ buzzer ] >> all right. here we go. apple is tech. exelon is utility. that's the old philly elec. and comoil -- seem to be committed to the dividend which is why it's going down. express scripts is a pharmacy benefits manager. verizon is t
national oil well varco, the premium technology in the oil patch. and apple, technology. so we've got two technologies right here. you're going to get rid of teradata. i've got to give you some yield. i've got to put you in -- let's go with a merck or a pfizer. let's give you some yield. or a verizon. do that now. because you're going to need it. you've got to make that change now. let's go to mike in my home state of pennsylvania. mike. >> caller: how are you, jim? >> mike, it's...
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Nov 13, 2012
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itself, you're not going to look at these old technology names, you want to look at these newer technology names. >> to your point about the market turning, you'll notice that the nasdaq is underperforming the turn as we saw. everything's high? nasdaq's only good for a point. >> a lot of that has to do with microsoft as well. and i think it's an incorrect analysis to take all of technology, because i think, right now, it is bifurcated between who's got the exposure to tablets or not. so i don't agree with that. >> ennis? >> in the last three years, actually, to that point about bifurcation, you've seen the nasdaq actually have a humongous rally that took everything up with it. it took all boats out with the tide. now you have to be much more discriminating about value. you have to really find the names. i think apple is one now where you're starting to see some incremental value. and if you want to look at the broken names, i think intel is one that is within the pc space that is not as exposed to the consumer problems that microsoft is. >> josh brown, are you buying any technology on a da
itself, you're not going to look at these old technology names, you want to look at these newer technology names. >> to your point about the market turning, you'll notice that the nasdaq is underperforming the turn as we saw. everything's high? nasdaq's only good for a point. >> a lot of that has to do with microsoft as well. and i think it's an incorrect analysis to take all of technology, because i think, right now, it is bifurcated between who's got the exposure to tablets or...
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Nov 19, 2012
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technology stocks doing quite well today. not just apple but a hewlett-packard, industrials as well. ge, materials, we mention medical the show as well today. dupont, cokeca-cola having a go day. intel rebounding after announcing ceo paul otellini will retire in may. board saying lit consider int n internal ask external candidates important the position. josh brown, what do you do here? >> sometimes there is just no trade. you think intel is a really good case in point. up can't be shorted because it is perennially cheap. and there is a really good dividend yield. there is absolutely been no reason to be long. this is value and in the absence of any catalyst. so -- i think this is one of those situations where you just look elsewhere and -- qualcomm much better than intel. intel is month where in the tablet and mobile space. that's really what they have to figure out. >> let's take a look at walmart here, stock higher today. changing the date fourth quarter dividend will be paid. move that the world's biggest retailer might b
technology stocks doing quite well today. not just apple but a hewlett-packard, industrials as well. ge, materials, we mention medical the show as well today. dupont, cokeca-cola having a go day. intel rebounding after announcing ceo paul otellini will retire in may. board saying lit consider int n internal ask external candidates important the position. josh brown, what do you do here? >> sometimes there is just no trade. you think intel is a really good case in point. up can't be...
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Nov 12, 2012
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viewership growth and new technologies they haven't had th
viewership growth and new technologies they haven't had th
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Nov 19, 2012
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we've done, with the help of technology, using diver technology, we dove in to take a look at where federal spending is highest. it is color coated by per capita spending by county here. what you see -- take a look. where it's red it's the highest from 20 all the way up to 175,000. there's actually one county in north carolina where i think hatteras island is where there is a big fema project. along the eastern seaboard a lot of that fema smending. th spending. then into florida where there's a lot of social security spending. same think along the gulf coast. zoom in on one louisiana county in here, there's a u.s. penitentiary there. a lot of federal spending. up through here, farm subsidies, drought relief. all kinds of things. out in arizona, retirees and other -- all the way up there in the state of washington. i understand we've got somebody coming from that state, a big naval base. that's going to show up big and make it red. what the pew center on the states did, they divided it up, said what federal spending is a% of gdp. maryland, virginia, district of columbia comes up the highest.
we've done, with the help of technology, using diver technology, we dove in to take a look at where federal spending is highest. it is color coated by per capita spending by county here. what you see -- take a look. where it's red it's the highest from 20 all the way up to 175,000. there's actually one county in north carolina where i think hatteras island is where there is a big fema project. along the eastern seaboard a lot of that fema smending. th spending. then into florida where there's a...
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Nov 13, 2012
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avis has a new technology. and people would say, structurely, can zstructure ly, can zipcar survive. >> it must be a validation if all these companies are starting to look at it and see the potential. our estimate is about a $10 million market globally in the top 100 cities. so we welcome more competition. it's not new to us. we certainly had competition for years here in new york and other markets. and we've continued to expand much faster than most of our competitors for that period of time. i think the big thing for us is our brand, right? i mean, most people that think about car sharing and using cars by the hour or cars as a service think of zipcar as kind of the iconic brand. we really represent the category. and that plus our technology, and first to scale really matters in this business. i would say, first in isn't as important as first to scale. it's a classic network affects business, where scale really starts to build on itself, both in terms of marketing and technology investment. so we're going to
avis has a new technology. and people would say, structurely, can zstructure ly, can zipcar survive. >> it must be a validation if all these companies are starting to look at it and see the potential. our estimate is about a $10 million market globally in the top 100 cities. so we welcome more competition. it's not new to us. we certainly had competition for years here in new york and other markets. and we've continued to expand much faster than most of our competitors for that period of...
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Nov 14, 2012
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they have technology. they have reach. >> so how come the stock has lost so much of its value i understand the ipo then? >> the valuation was always an issue here. part of the lockup expiring reminds us of the valuation play. it's still $48 billion for a company with $5 billion in revenue. so the sale of the century, this most certainly isn't. part of what we're seeing is rotation out of the big three, out of amazon, apple, and google. some of the tech money is looking for a place. there's a decent number of people out there who like the upside to downside ratio in facebook. all that being said, mobile is important for them. we're yet to see them monetize outside. they have to do that to grow into any kind of valuation above of $26. we have another big problem in mobile here which is about 50% of the click throughs where they're making their money turn out to be errors. they're accidents based on big fingers on small surfaces. >> facebook is still one of the top if not the top water cooler stocks to talk a
they have technology. they have reach. >> so how come the stock has lost so much of its value i understand the ipo then? >> the valuation was always an issue here. part of the lockup expiring reminds us of the valuation play. it's still $48 billion for a company with $5 billion in revenue. so the sale of the century, this most certainly isn't. part of what we're seeing is rotation out of the big three, out of amazon, apple, and google. some of the tech money is looking for a place....
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Nov 20, 2012
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the technology is too expensive. it is coming down fast. and the boxes which are built by whirlpool, general electric and eaton have the possibility of coming in at $500 apiece. further, there is already a natural gas distribution system in place. utility companies cover 65 million customers. if they were smart, right, utilities, this is a good business for them, they can subsidize the boxes to allow for overnight fueling. the storms in the northeast showed the wisdom of hooking up a generator. this is a similar operation. the utilities should be behind them. you get the utilities providing the feature and the box. then the demand for the vehicles will expand dramatically and you'd have to believe that auto companies will then offer natural gas fuel option en masse. savings from fuel will be considerable for each household. right now you can see a 2 1/2 year payback for the vehicles as the annual savings will be at $2,175 per household. cost about $4,000 more than a gasoline powered car. people don't like to pay that much though. they don't
the technology is too expensive. it is coming down fast. and the boxes which are built by whirlpool, general electric and eaton have the possibility of coming in at $500 apiece. further, there is already a natural gas distribution system in place. utility companies cover 65 million customers. if they were smart, right, utilities, this is a good business for them, they can subsidize the boxes to allow for overnight fueling. the storms in the northeast showed the wisdom of hooking up a generator....
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Nov 16, 2012
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you want to go back to your technology. apple, that thing is down over 25% now. buy some apple. buy it on a scale down basis. average down on apple. that would be one thing. oracle is another one. that is at the basis. and qualcomm. those three, bill. >> okay. jeff? >> looking to hedge where the s&p 500 may go. looking at holding some cash. also looking at some opportunity where is they're emerging. oil, for example, on mideast conflicts starting to lift higher. that might be an opportunity. >> just like to wish xi jinping, the new president of china, all the best. may he have success, social stability, and integrating china into the world economy. he took office yesterday. god bless him and god bless china. >> let's see if he can get past all those conservatives. >> thanks, guys. >>> yesterday, when maria sat down with alan simpson and erskine bowles, simpson took aim at republicans like grover norquist who have pledged not to raise taxes under any circumstances. listen to this. >> i've always said about grover he's wandering the earth in his white robes. what can he do to you?
you want to go back to your technology. apple, that thing is down over 25% now. buy some apple. buy it on a scale down basis. average down on apple. that would be one thing. oracle is another one. that is at the basis. and qualcomm. those three, bill. >> okay. jeff? >> looking to hedge where the s&p 500 may go. looking at holding some cash. also looking at some opportunity where is they're emerging. oil, for example, on mideast conflicts starting to lift higher. that might be an...
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Nov 14, 2012
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all of those are being driven by technology. and it's not stopping. it's accelerating. i just wrote a book called "abundan "abundance," i look at how it's creating jobs, bringing the cost of living down and giving us abundance in a range of areas worldwide. >> we talk -- i mean, when -- the word innovation tends to be followed by something like apple or something regarding a smartphone, but there's a lot going on in energy, there's a lot going on in space, there's a lot going on in transportation. where do you think our spot is sweetest right now in this country? >> well, i mean, the united states still remains the top innovation nation. it's the mindset that you're allowed to fail and start again and try again. silicon valley i run an organization where we're incubating about a dozen new companies every year in synthetic biology, in artificial intelligence, robotics. these are the technologies that are going to be as powerful this decade as the web and mobile were in the last couple of decades. it's really allowing small teams to do what only governments and large corp
all of those are being driven by technology. and it's not stopping. it's accelerating. i just wrote a book called "abundan "abundance," i look at how it's creating jobs, bringing the cost of living down and giving us abundance in a range of areas worldwide. >> we talk -- i mean, when -- the word innovation tends to be followed by something like apple or something regarding a smartphone, but there's a lot going on in energy, there's a lot going on in space, there's a lot...
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Nov 12, 2012
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in other words, they can't top themselves technologically. but they're still the best. or if people look at the s3, among the best out there. people are lining up right now. they like the galaxy s3 from samsung. the apple iphone. then there's that windows phone which looks so cool. >> dr. j., you want to play ball? >> i agree with herb. i think the end of january practically is way too far out in front to get long this stock on that announcement. that's no new news. on the other hand, i think you just named the three big competitors that they have to be very concerned about. and that windows phone does look very cool. the samsung as joe knows, i bought that samsung galaxy tab, the 2, because i thought that was so cool. there's a lot of great devices to tell us they're not going to bring out this device till after the holiday shopping season is ludicrous. >> i will tell you one thing, though. that is i've watched wall street do this for so long. you know, they look for events. the traders look for events. who knows? they'll continue to trade this thing higher into the --
in other words, they can't top themselves technologically. but they're still the best. or if people look at the s3, among the best out there. people are lining up right now. they like the galaxy s3 from samsung. the apple iphone. then there's that windows phone which looks so cool. >> dr. j., you want to play ball? >> i agree with herb. i think the end of january practically is way too far out in front to get long this stock on that announcement. that's no new news. on the other...
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Nov 16, 2012
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our smart antenna technology is able to in real time go around interference and let devices transmit in a reliable consistent way and let mobile users get the best experience. >> so service providers who are overloaded at various times, maybe at&t overload and how do they signal that it is your turn to help us? >> our systems can learn by itself. in realtime it adapts to the environment. nobody needs to turn any knobs or touch anything. >> in terms of your geographic revenue mix, 65% of sales come from foreign customers. what are geographies you're most exposed to? >> we have geographically distributed. our business came from geography. we're not dependent on any particular region. however, this whole mobile internet is really a secular movement that crosses all regions as well as different markets and so we are not dependent on any single market. >> about 90 million in net proceeds to the company from this ipo. what are you going to do with the money? >> i think we will buy some shoes. no. >> that's a lot of shoes. >> there's a lot of investment to be made. we feel very strong about
our smart antenna technology is able to in real time go around interference and let devices transmit in a reliable consistent way and let mobile users get the best experience. >> so service providers who are overloaded at various times, maybe at&t overload and how do they signal that it is your turn to help us? >> our systems can learn by itself. in realtime it adapts to the environment. nobody needs to turn any knobs or touch anything. >> in terms of your geographic...
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Nov 19, 2012
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the two sectors overweight are technology and health care. they are two sectors that have the most cash on the balance sheet and therefore could benefit from tax reform or certainly any grand bargain that included things like repatriation of cash. to me the sectors trade at discounts to the market and in some cases grow faster and have better balance sheets. i want exposure to that sort of quality in an uncertain time. >> when you talk about the trough to corporate earnings next year, assuming it's not a first or second quarter phenomenon, is that contingent on any development regarding the fiscal cliff talks between now and year end? >> it's a good question. between now and year end not really. i think it has to be that they made some resolution by the middle of february otherwise i think it would be more negative. we take a pretty wholistic view of earnings. a farame work for the markets. we look at the data predicting earnings in the past. things like manufacturing data or the unemployment data or consumer confidence. when we look at that
the two sectors overweight are technology and health care. they are two sectors that have the most cash on the balance sheet and therefore could benefit from tax reform or certainly any grand bargain that included things like repatriation of cash. to me the sectors trade at discounts to the market and in some cases grow faster and have better balance sheets. i want exposure to that sort of quality in an uncertain time. >> when you talk about the trough to corporate earnings next year,...
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we have the best technologies. we have great universities. we have entrepreneurs. i just have every confidence that, as we get through this crisis, that our economy will begin to grow again and it will remain the most powerful and dynamic economy in the world. >> chairman bernanke is not the only person concerned about the state of the country's financial system. a lot of people are worried about their bank these days. while devastated giants like citigroup get bailed out again and again and again, many smaller banks are failing. the federal agency that takes over unsound banks is the federal deposit insurance corporation, the same people who guarantee that depositors won't lose their money. and you don't see the f.d.i.c. seizing banks, because these takeovers happen secretly at night to make sure that there's no needless panic by depositors. but in february 2009, scott pelley was given extraordinary access to one of these operations, because the f.d.i.c. wants you to see what happens to your money when your bank has failed. >> they're gonna start at one branch, pu
we have the best technologies. we have great universities. we have entrepreneurs. i just have every confidence that, as we get through this crisis, that our economy will begin to grow again and it will remain the most powerful and dynamic economy in the world. >> chairman bernanke is not the only person concerned about the state of the country's financial system. a lot of people are worried about their bank these days. while devastated giants like citigroup get bailed out again and again...
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after all, as a corporation, we are a technology leader and we need that innovation and technology and ideas every day. >> i guess the only question is why didn't she get the job in the first place? hewson not the only woman breaking the defense ceiling. phebe novakovic will become ceo of general dynamics. lynn is a hudson president of bae systems. corporate vice president glor ja tlach will prove to president of electronics systems at northrop grumman. on fortune's list of the 50 most powerful women in business are many women here and two more. linda gooden at global solutions and joanne maguire at space systems. a quick look at how lockheed is reacting this morning. down after that call. long call this morning with analysts trying to introduce marilyn hewson to those who don't know her, carl. >> with this potential sequester, jane, talk about baptism by fire. her hands full right away. thanks so much, jane wells. >>> bells are about to sound across europe this morning. we'll get the close and the details on the impact here this afternoon just about three minutes and eight seconds fro
after all, as a corporation, we are a technology leader and we need that innovation and technology and ideas every day. >> i guess the only question is why didn't she get the job in the first place? hewson not the only woman breaking the defense ceiling. phebe novakovic will become ceo of general dynamics. lynn is a hudson president of bae systems. corporate vice president glor ja tlach will prove to president of electronics systems at northrop grumman. on fortune's list of the 50 most...
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big losers in the technology field. hewlett-packard and intel. big losers in the global industrial names like caterpillar and dupont. maria, back to you. >> all right, bob. thank you so much. don't even think about touching that remote. what a news day. we have a lot more ahead on this busy edition of the "closing bell." >>> coming up, getting down to business. in a first-on interview, honeywell chief david cote tells maria about what trab spired at the highly anticipated business leaders meeting with the president and when his impressions are that a deal on the looming fiscal cliff can get done. >>> plus, tax hike negotiator. the president wants $1.6 trillion with a "t" more in taxes. is this a negotiating ploy? how will it affect the upcoming talks with john boehner? two top-tier negotiators give their insight into how the meeting could unfold. >>> and trading places. charles schwab ceo talks exclues i havely to maria about the current crisis of confidence in the stock market. could a deal on the looming fiscal cliff be just the shot in the arm
big losers in the technology field. hewlett-packard and intel. big losers in the global industrial names like caterpillar and dupont. maria, back to you. >> all right, bob. thank you so much. don't even think about touching that remote. what a news day. we have a lot more ahead on this busy edition of the "closing bell." >>> coming up, getting down to business. in a first-on interview, honeywell chief david cote tells maria about what trab spired at the highly...
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impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. with investment information, risks, fees and expenses try running four.ning a restaurant is hard, fortunately we've got ink. it gives us 5x the rewards on our internet, phone charges and cable, plus at office supply stores. rewards we put right back into our business. this is the only thing we've ever wanted to do and ink helps us do it. make your mark with ink from chase. >>> good morning and welcome back to "squawk box" here on cnbc. i'm joe kernen along with becky quick and andrew ross sorkin. our top story is an economic ticking time bomb. what am i talking about? the fiscal cliff. about a dozen ceos are scheduled to meet with
impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. with investment information, risks,...
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a south korea automakers were morning the gainers with kia jumping 6%, but technology majors bell majors tumbled. and weak bank shares weighed on the asx 200. this is its biggest weekly fall since late may. kelly, back to you. >> thanks very much for that. joining me treasurer of the corporate banking position. welcome. >> thank you. >> so what do you make of the market action? it really hasn't been friendly lately. >> no, there's a lot of uncertainty again as usual. markets never like that. i know it's a clichÉ, but very accurate. we have an escalation on top of the existing uncertainties. and then the japanese announcement. friday afternoons in the '90s we just sat on our hands. so we think some of that on top of the uncertainties and strikes and riots, it's not a time where you would think i'll be optimistic for the next one to three years. >> or even going into a weekend. >> absolutely, yes. >> coming up, we'll take a look at what's happening with the nikkei flying high on further easing. we'll be live in tokyo with the latest at 10:30 cet. and we'll have analysis in washington wher
a south korea automakers were morning the gainers with kia jumping 6%, but technology majors bell majors tumbled. and weak bank shares weighed on the asx 200. this is its biggest weekly fall since late may. kelly, back to you. >> thanks very much for that. joining me treasurer of the corporate banking position. welcome. >> thank you. >> so what do you make of the market action? it really hasn't been friendly lately. >> no, there's a lot of uncertainty again as usual....